Nimesh Chandan of Bajaj Finserv AMC emphasizes focusing on long-term megatrends rather than daily market volatility caused by global events. Key opportunities lie in infrastructure, electrification, and metals as global supply chains shift models. Domestic credit growth and supportive government policies are bolstering financial services and healthcare sectors. The core message is that disciplined, vision-oriented investment remains the key to wealth creation during uncertain market times.
https://odia.oneindia.com/national/why-long-term-megatrends-are-the-true-alpha-in-volatile-markets-124327.html
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